| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 36,197 | 653,000 | 23.74% | ||
| 2 | MORGAN STANLEY | 33,619 | 598,000 | 21.74% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 24,720 | 440,000 | 15.99% | ||
| 4 | Evanson Asset Management, LLC | 18,300 | 326,000 | 11.85% | ||
| 5 | FIRST FOUNDATION ADVISORS | 11,340 | 202,000 | 7.34% | ||
| 6 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 10,400 | 185,000 | 6.72% | ||
| 7 | WELLS FARGO & COMPANY/MN | 9,445 | 168,000 | 6.11% | ||
| 8 | Tortoise Investment Management, LLC | 5,787 | 103,000 | 3.74% | ||
| 9 | CITIGROUP INC | 1,516 | 27,000 | 0.98% | ||
| 10 | UBS Group AG | 1,030 | 18,000 | 0.65% | ||
| 11 | Tower Research Capital LLC (TRC) | 678 | 12,000 | 0.44% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 9,000 | 0.33% | ||
| 13 | D.A. DAVIDSON & CO. | 350 | 6,000 | 0.22% | ||
| 14 | ROYAL BANK OF CANADA | 225 | 4,000 | 0.15% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
